Essential Financial Planning is a boutique financial planning firm located in Melbourne’s CBD, offering practical financial advice for a secure future. With a focus on involving clients in every step of the financial planning journey, the firm ensures that individuals understand key concepts and are empowered to make informed decisions. By providing personalized solutions tailored to each client’s unique financial needs, Essential Financial Planning aims to create clear and effective financial plans that instill confidence.
Founded in 2005, Essential Financial Planning has a team of passionate professionals dedicated to delivering down-to-earth advice on various financial aspects, including cash flow, budgeting, investments, and insurance. Led by Peter, a seasoned financial planner with over 30 years of industry experience, the firm prides itself on maintaining high service standards and helping clients achieve financial freedom. specialising in retirement strategies, self-managed superannuation funds, direct share investing, and personal and business insurance, Essential Financial Planning offers a comprehensive range of services to meet diverse financial planning needs.
With a commitment to transparency and independence, Essential Financial Planning holds its own Australian Financial Services License, ensuring that clients receive unbiased advice free from conflicts of interest. The firm’s client-centric approach emphasizes the importance of understanding individual goals and financial situations, providing support and guidance through life’s various stages, from marriage and family planning to retirement and unexpected life events. By prioritizing client well-being and financial security, Essential Financial Planning strives to build long-lasting relationships based on trust and professionalism.